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Monday, November 24, 2025
Your Quick Guide to Estate Taxes and Planning Ahead
Tuesday, October 28, 2025
The One Big Beautiful Bill & What It Means for You
Monday, September 22, 2025
Act Your Insurance Age: What to Know at Every Life Stage

The One Big Beautiful Bill & What It Means for You

Taxes / Insurance / Insurance Tips
Tuesday, October 28, 2025

If you've heard the buzz about the One Big Beautiful Bill, you might be wondering what it means for you.  Signed into law on July 4, 2025, this new domestic policy package extends key parts of the 2017 Tax Cuts and Jobs Act (TCJA) and introduces several new tax rules that could affect individuals, families, and small businesses in the years ahead.

While some changes take effect right away, others will roll out in 2026 or later.  A few are even temporary.  So, now's a great time to connect with your tax, legal, or accounting professional to see how these updates might shape your financial picture.

Let's take a look at some of the highlights of this bill that could impact most taxpayers.

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Estate Management Checklist

Tips & Tricks / Wills and Trusts/Estate Planning
Thursday, September 11, 2025

Preparing for the future is an important step you can take today. Establishing a will and organizing key health care and financial documents now can help protect your loved ones and ensure your wishes are carried out.

Use this checklist to guide important conversations and decisions as you begin your estate management planning, so you can be confident your intentions are clearly documented and honored.

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Split Annuity Strategy

Wednesday, August 06, 2025

Split Annuity Strategy

When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed to offer stability.

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The financial consultants of Logix Financial Services are registered representatives with, and Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial Services. Securities and insurance offered through LPL or its affiliates are:

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